Features page — Zoho Expense

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• Self booking tool Report an error

  “Give your team the freedom to book flights, hotels, and cabs while staying compliant and under control.”

• Travel desk management Report an error

  “Manage travel requests, assign agents automatically, and track progress effortlessly with a comprehensive travel desk.”

• Carbon footprint tracking Report an error

  “Track carbon footprint for every trip, choose greener options, and align with your sustainability goals.”

• Duty of care Report an error

  “Keep your employees informed and safe with real-time alerts during critical situations on their trips.”

• Guest house booking Report an error

  “Easily manage guest house bookings and provide employees with a comfortable stay on business trips.”

• Receipt capture autoscan Report an error

  “Employees can simply Autoscan to extract expense details and categorize them automatically.”

• Petty cash management Report an error

  “Control petty cash expenses across branches with ease and gain full visibility at every step.”

• Expense report automation Report an error

  “Automatically compile and report all expenses, including corporate card spending, so you don’t have to chase reports every month.”

• Multi currency expenses Report an error

  “Track and manage expenses in any currency and get live exchange rates for foreign transactions.”

• Expense split itemization Report an error

  “Split a single expense into multiple entries based on specific fields, the number of days, or by attendees.”

• Auto categorization Report an error

  “Categorize expenses automatically using merchant codes, eliminating the need for manual sorting.”

• Expense tags Report an error

  “Use tags to label expenses and reports, making it easy to track spending across departments or branches”

• Corporate card direct feeds Report an error

  “Fetch corporate card feeds directly from card providers like Visa, Mastercard, Amex, and HSBC.”

• Card expense matching Report an error

  “Zoho Expense automatically matches corporate card transactions with receipts or expenses for accurate reconciliation.”

• Reimbursements india bank Report an error

  “Enable instant reimbursements to Indian employees via ICICI and HSBC through NEFT, RTGS, or IMPS bank transfer.”

• Reimbursements ach Report an error

  “US and Canada businesses can simplify payouts by reimbursing employees directly from their Zoho Expense account through direct deposits.”

• Bank exports Report an error

  “Export reimbursement details directly to your bank for faster processing and payouts.”

• Per diem auto import Report an error

  “Automatically import region-specific per diem rates and rules with a single click.”

• Per diem auto creation Report an error

  “Generate per diem expenses automatically based on the trip destination and duration.”

• Mileage tracking Report an error

  “Offer easy mileage tracking with flexible options including tap to start/stop rides, map locations, and log odometer readings.”

• Mileage auto classification Report an error

  “Classify rides based on your work hours, so personal trips are excluded from business ones, no manual sorting needed.”

• Purchase requests Report an error

  “Create, edit, and submit requests on desktop and mobile. Assign the right department, approver, account code, and attachments for accurate tracking.”

• Guided buying Report an error

  “Enable employees to buy from preferred vendors using guided buying with punch-in and punch-out options.”

• Purchase orders Report an error

  “Create, manage, and track purchase orders for seamless procurement and expense control.”

• Approvals workflows Report an error

  “Streamline your approval process with customizable workflows to ensure expenses are reviewed and approved before processing.”

• Budgets Report an error

  “Set and monitor spending limits for users, projects, or categories. Compare budgets vs. actuals in real time to control overspending.”

• Policy enforcement Report an error

  “Create and enforce custom policies to ensure compliance across all employee expenses.”

• Audit trails Report an error

  “Audit trails give you a clear record of all expense actions for easy auditing.”

• Custom roles Report an error

  “Create custom roles with different access permissions apart from the pre-defined user roles.”

• Field customization Report an error

  “Zoho Expense supports 16 types of additional fields for all entities.”

• Workflows automation Report an error

  “Configure workflow rules to trigger automatic actions like email alerts, notifications, or custom functions when specific conditions are met.”

• Custom functions Report an error

  “Create custom program functions and associate them with workflows to automate your business process based on your organization's requirements.”

• Analytics prebuilt templates Report an error

  “Use ready-to-go analytics templates to uncover key expense insights, saving time and simplifying your financial analysis process.”

• Erp Report an error

  “Connect Zoho Expense with leading ERP solutions like SAP, Oracle, Microsoft Dynamics, and NetSuite to automatically sync expenses, reconcile transactions, and easily update financial records.”

• Accounting Report an error

  “Integrate Zoho Expense with Zoho Books, QuickBooks Online, QuickBooks Desktop (US/Canada), Xero, and Sage Accounting to close expenses, streamline reporting, and simplify accounting tasks”

• Travel Report an error

  “Make travel booking seamless with Sabre GetThere, myBiz, and RouteSpring integrations with Zoho Expense to easily sync your travel information, simplifying the entire process from booking to reporting.”

• Ride hailing Report an error

  “Track ride-hailing expenses with Zoho Expense’s integrations with Uber, Lyft, and Bolt, automatically fetching ride details for quicker, more accurate expense reporting.”

• Online reimbursement Report an error

  “Process reimbursements faster with Zoho Expense's Forte (US/Canada) and ICICI bank (India) integrations, enabling fast, direct payments to employees across multiple regions.”

• Direct feeds Report an error

  “Sync Visa, Mastercard, Amex, and AirPlus transactions directly with Zoho Expense, enhancing security by minimizing third-party involvement and data breach risks.”

• Collaboration Report an error

  “Integrate Zoho Expense with Zoho Cliq and Slack to keep employees updated on the status of submission and approval of their expense reports.”

• Zoho suite Report an error

  “Integrate Zoho Expense seamlessly with other Zoho applications, such as Zoho CRM, Zoho Analytics, Zoho Projects, Zoho People, and Zoho Payroll, to enhance overall productivity.”

• SSO Report an error

  “Enable Single Sign-On (SSO) with Zoho Expense’s integrations with G Suite, Microsoft Office 365, ADFS, and other leading apps.”

• Amazon business Report an error

  “Sync Amazon Business purchases and Punch In/Punch Out data with Zoho Expense, instantly capturing all relevant transaction details.”

• VAT reclaim Report an error

  “Integrate with Fintua Recover and WAY2VAT to make reclaiming VAT for international travel simple, fast, and accurate.”

• Cloud storage receipt import Report an error

  “Import receipts from your preferred cloud storage provider such as Zoho Docs, Zoho Workdrive, Dropbox, Box, Google Drive, OneDrive, and Evernote.”

• Custom APIs Report an error

  “Customize and integrate Zoho Expense with your preferred solutions using its open APIs, offering flexibility and seamless data exchange.”

• Live chat Report an error

  “Premium support plan users can get live chat support 24* 5 days a week (Monday-Friday).”

• Dedicated account manager Report an error

  “Enterprise customers are assigned dedicated account managers who act as a single point of contact to handle your account.”

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Scores citing this record

• The Controller Receipt capture & expense claims
• The Controller Company cards & spend control
• The Controller Reimbursement, travel allowances & VAT
• The Controller Accounting handoff & DATEV
• The Finance Lead Receipt capture & expense claims
• The Finance Lead Company cards & spend control
• The Finance Lead Reimbursement, travel allowances & VAT
• The Finance Lead Accounting handoff & DATEV
• The Office Manager Receipt capture & expense claims
• The Office Manager Company cards & spend control
• The Office Manager Reimbursement, travel allowances & VAT
• The Office Manager Accounting handoff & DATEV
• The Skeptic Receipt capture & expense claims
• The Skeptic Company cards & spend control
• The Skeptic Reimbursement, travel allowances & VAT
• The Skeptic Accounting handoff & DATEV
• The Tax Adviser Receipt capture & expense claims
• The Tax Adviser Company cards & spend control
• The Tax Adviser Reimbursement, travel allowances & VAT
• The Tax Adviser Accounting handoff & DATEV
• The Travelling Employee Receipt capture & expense claims
• The Travelling Employee Company cards & spend control
• The Travelling Employee Reimbursement, travel allowances & VAT
• The Travelling Employee Accounting handoff & DATEV